See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $66,293 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESRCH AND MANAGE CO, INC Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $276,231 | $46,732+491.1% | $156,549+76.5% | $55,167+400.7% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 6.64% | 17.72%-11.1pp | 32.23%-25.6pp | 169.23%-162.6pp |
| Employer contribution / active EE | $8,146 | $2,105+287.0% | $5,501+48.1% | $1,963+315.1% |
| Participant deferral / active EE | $5,190 | $2,204+135.5% | $4,871+6.5% | $3,054+69.9% |
| Admin fee / account holder | $463 | $418+10.7% | $13,027-96.4% | $504-8.1% |